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jj7007 Veteran	22-May-2014 16:30        jj7007 About Contact  Quote this Post!
x 0   x 0  Alert Admin	earlybird14. I' m really curious why u hate this counter so much? Are u a sacked employee? haha Okay, we all get the message that you dont like it. So why dont u do yourself a favour and ignore this counter and thread, it will do ur health alot of good.
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earlybird14 Supreme	22-May-2014 16:30        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	PSA or NOL. If Temasek want to grow port business at Oversea. They will use PSA to expand instead of NOL. lifeisgood      ( Date: 22-May-2014 16:26) Posted: NOL is moving more into running port operations.
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earlybird14 Supreme	22-May-2014 16:28        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Look at the future order book. Once those new vessels are delivered. APL will be drop out from TOP 10. This reflect that Temasek may not has ambitious in this industry anymore. lifeisgood      ( Date: 22-May-2014 16:26) Posted: NOL is moving more into running port operations.
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lifeisgood Supreme	22-May-2014 16:26        lifeisgood About Contact  Quote this Post!
x 0   x 0  Alert Admin	NOL is moving more into running port operations.
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earlybird14 Supreme	22-May-2014 16:25        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	http://www.alphaliner.com/top100/ http://www1.chineseshipping.com.cn/en/indices/scfi.jsp See the new order book and the freight rate chart trend. This is so hopeless in the container shipping industry!!!
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earlybird14 Supreme	22-May-2014 16:23        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Temasek has no reason to do so. They have the right to assign a General as MD which mean NOL are under their fully controlled. They shall wait till time mature to  buy and consolidate those loss making container line companies like evergreen, Yangming &   MOL and form another giant container shipping line company like what they do for Sembcorp Marine to reduce unnecessary competition.
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lifeisgood Supreme	22-May-2014 16:18        lifeisgood About Contact  Quote this Post!
x 0   x 0  Alert Admin	NOL CEO was an ex-Temasek executive director. When push comes to shove, Temasek will return call?
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lifeisgood Supreme	22-May-2014 16:00        lifeisgood About Contact  Quote this Post!
x 0   x 0  Alert Admin	NOL is now near ALL TIME LOW. Temasek should strike now, waiting for what?
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lifeisgood Supreme	22-May-2014 15:54        lifeisgood About Contact  Quote this Post!
x 0   x 0  Alert Admin	NOL is a national and international disgrace mah...Just take it out so no eyes see lor.
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hem2998 Veteran	22-May-2014 15:52        hem2998 About Contact  Quote this Post!
x 0   x 0  Alert Admin	same reason they wanna take Olam private... http://uk.reuters.com/article/2014/03/14/olam-temasek-idUKL3N0MA61520140314 orangekun      ( Date: 22-May-2014 15:46) Posted: I doubt they will offer NOL anything base on current situation. True it is cheaper than what it was, but who will want to have a laggard in their portfolio.    lifeisgood      ( Date: 22-May-2014 15:44) Posted: 10 years ago, in 2004, Temasek offered $2.80 per share for NOL. The offer failed, but Temasek ended up with 68% share of NOL. Should try again. This time cheaper.
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hem2998 Veteran	22-May-2014 15:47        hem2998 About Contact  Quote this Post!
x 0   x 0  Alert Admin	can you recall why they wanted to take NOL private? lifeisgood      ( Date: 22-May-2014 15:44) Posted: 10 years ago, in 2004, Temasek offered $2.80 per share for NOL. The offer failed, but Temasek ended up with 68% share of NOL. Should try again. This time cheaper.
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orangekun Member	22-May-2014 15:46        orangekun About Contact  Quote this Post!
x 0   x 0  Alert Admin	I doubt they will offer NOL anything base on current situation. True it is cheaper than what it was, but who will want to have a laggard in their portfolio.    lifeisgood      ( Date: 22-May-2014 15:44) Posted: 10 years ago, in 2004, Temasek offered $2.80 per share for NOL. The offer failed, but Temasek ended up with 68% share of NOL. Should try again. This time cheaper.
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lifeisgood Supreme	22-May-2014 15:44        lifeisgood About Contact  Quote this Post!
x 0   x 0  Alert Admin	10 years ago, in 2004, Temasek offered $2.80 per share for NOL. The offer failed, but Temasek ended up with 68% share of NOL. Should try again. This time cheaper.
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lifeisgood Supreme	22-May-2014 15:34        lifeisgood About Contact  Quote this Post!
x 0   x 0  Alert Admin	What about Temasek buying up all of NOL vessels, and then let NOL run a contract service like the SBS buses?
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earlybird14 Supreme	22-May-2014 15:21        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Further information, Farrell Lines is one of the subsidiary from Maersk. Maersk is the major winner of US military contract. APL gone, anybody can filll the gap. If APL is linked to political issue, as first, she won' t be sold to NOL.   earlybird14      ( Date: 22-May-2014 15:09) Posted: http://www.unitexlogistics.com/enview.asp?id=1856 Link about US military contract, As I said, not a big deal, both gonna fined for overcharge. In this case, what type of margin will it be? of course, compete with Maersk, APL margin definitely is lower. Financial report tell everything. DENMARK' s Maersk Line and Singapore' s APL have won major Pentagon contracts for the shipping of American military cargo with Maersk signing a US$2.1 billion deal and APL winning one worth $1.7 billion. Virginia' s Farrell Lines also signed a $565 million contract while New Jersey' s American Roll-On, Roll-Off Carrier took one worth $553 million. Hapag-Lloyd USA signed $338 million deal and New York' s Liberty Global Logistics won a $362 million contract. All seems forgiven after allegations that Maersk Line and AP were over-billing the US military after fines were paid, $31.9 million by Maersk and $26.3 million by APL, which is the container shipping arm of Neptune Orient Lines of Singapore. earlybird14      ( Date: 22-May-2014 13:52) Posted: After spending  months to promote your favourite stock, till now hopeless in freight rate recovery, effect of cost cutting, contribution of new vessels delivery and etcs, you eventually link this to political issue. Is it so related??? The  military contract  were awarded to Maersk and APL. Maersk  was having bigger value contract. This was an open bidding contract, who know what is the margin of the contract, especially we can' t see any improvement in NOL margin after signing the contract. NOL shall be thankful to all guys those holding their share and thinking Temasek will back NOL all the way. This is the only reason to support NOL @ 1 dollar after 3 years continually loss (4th year is coming). Top 3 container lines are earning money, market consolidation is required, just to see which company will run out of bullets first. Again, don' t look down on the cash burnt rate 375million, burnt off in past 3 month times. According to the 2011 to 2013 cash report, 1.4billion, 1 & 1.3billion cash are used for property, plant and equipment payment. Total of 24 vessels are delivered in 2012 and 2013, there are still 10 vessels will be delivered in 2014. The final payment during vessel delivery and settlement are the most. Let' s see how this 600million cash can do for the payment of the vessel. Hopefully, we won' t hear any default payment. Otherwise, it will be an earthquake to NOL and may be Temasek rescue plan may come in. BUT WHAT WILL BE THE VALUE OF THE SHARE PRICE AT THAT TIME???
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earlybird14 Supreme	22-May-2014 15:09        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	http://www.unitexlogistics.com/enview.asp?id=1856 Link about US military contract, As I said, not a big deal, both gonna fined for overcharge. In this case, what type of margin will it be? of course, compete with Maersk, APL margin definitely is lower. Financial report tell everything. DENMARK' s Maersk Line and Singapore' s APL have won major Pentagon contracts for the shipping of American military cargo with Maersk signing a US$2.1 billion deal and APL winning one worth $1.7 billion. Virginia' s Farrell Lines also signed a $565 million contract while New Jersey' s American Roll-On, Roll-Off Carrier took one worth $553 million. Hapag-Lloyd USA signed $338 million deal and New York' s Liberty Global Logistics won a $362 million contract. All seems forgiven after allegations that Maersk Line and AP were over-billing the US military after fines were paid, $31.9 million by Maersk and $26.3 million by APL, which is the container shipping arm of Neptune Orient Lines of Singapore. earlybird14      ( Date: 22-May-2014 13:52) Posted: After spending  months to promote your favourite stock, till now hopeless in freight rate recovery, effect of cost cutting, contribution of new vessels delivery and etcs, you eventually link this to political issue. Is it so related??? The  military contract  were awarded to Maersk and APL. Maersk  was having bigger value contract. This was an open bidding contract, who know what is the margin of the contract, especially we can' t see any improvement in NOL margin after signing the contract. NOL shall be thankful to all guys those holding their share and thinking Temasek will back NOL all the way. This is the only reason to support NOL @ 1 dollar after 3 years continually loss (4th year is coming). Top 3 container lines are earning money, market consolidation is required, just to see which company will run out of bullets first. Again, don' t look down on the cash burnt rate 375million, burnt off in past 3 month times. According to the 2011 to 2013 cash report, 1.4billion, 1 & 1.3billion cash are used for property, plant and equipment payment. Total of 24 vessels are delivered in 2012 and 2013, there are still 10 vessels will be delivered in 2014. The final payment during vessel delivery and settlement are the most. Let' s see how this 600million cash can do for the payment of the vessel. Hopefully, we won' t hear any default payment. Otherwise, it will be an earthquake to NOL and may be Temasek rescue plan may come in. BUT WHAT WILL BE THE VALUE OF THE SHARE PRICE AT THAT TIME??? sgng123      ( Date: 22-May-2014 13:27) Posted: Look like all not really understand the truth value of NOL, this company is like a miilitary institution. Do u shut down SAF cos it burn money every year  without proper account of the expense it occurs ?. NOL is a tie up between singapore and american business interest in trade. Having a independent carrier line to transport export is critical for both countries as they don want to be controlled by the top 3 lines which can easily raise rate as and when they feel like it. IT is more like both governments are supporting their countries exporter to a certain extent by offering below market rate so they can survive in bad time. Plus APL got ties to the US miltary where billions dollars of cargo contract are given to APL, need security clearance to be able to deliver US miltary cargo so not everyone can do it. Now time bad and everyone just got scared and shaken badly, it is similar when time are good everyone become uber bullish and keep pushing share to record high until the party ended. For ship it is no limited to the upside, it can go higher higher and higher no cap but when it go down government would step in and fix a floor due to the importance of it being trade related. IT simple endure long enough u made big buck, cannot endure u lose big time. So which type of investors are u ?
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hem2998 Veteran	22-May-2014 14:06        hem2998 About Contact  Quote this Post!
x 0   x 0  Alert Admin	great arguments for and against NOL case. its healthy. thanks . bottom line is buy or dun buy --- do with eyes wide open.
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earlybird14 Supreme	22-May-2014 13:52        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	After spending  months to promote your favourite stock, till now hopeless in freight rate recovery, effect of cost cutting, contribution of new vessels delivery and etcs, you eventually link this to political issue. Is it so related??? The  military contract  were awarded to Maersk and APL. Maersk  was having bigger value contract. This was an open bidding contract, who know what is the margin of the contract, especially we can' t see any improvement in NOL margin after signing the contract. NOL shall be thankful to all guys those holding their share and thinking Temasek will back NOL all the way. This is the only reason to support NOL @ 1 dollar after 3 years continually loss (4th year is coming). Top 3 container lines are earning money, market consolidation is required, just to see which company will run out of bullets first. Again, don' t look down on the cash burnt rate 375million, burnt off in past 3 month times. According to the 2011 to 2013 cash report, 1.4billion, 1 & 1.3billion cash are used for property, plant and equipment payment. Total of 24 vessels are delivered in 2012 and 2013, there are still 10 vessels will be delivered in 2014. The final payment during vessel delivery and settlement are the most. Let' s see how this 600million cash can do for the payment of the vessel. Hopefully, we won' t hear any default payment. Otherwise, it will be an earthquake to NOL and may be Temasek rescue plan may come in. BUT WHAT WILL BE THE VALUE OF THE SHARE PRICE AT THAT TIME??? sgng123      ( Date: 22-May-2014 13:27) Posted: Look like all not really understand the truth value of NOL, this company is like a miilitary institution. Do u shut down SAF cos it burn money every year  without proper account of the expense it occurs ?. NOL is a tie up between singapore and american business interest in trade. Having a independent carrier line to transport export is critical for both countries as they don want to be controlled by the top 3 lines which can easily raise rate as and when they feel like it. IT is more like both governments are supporting their countries exporter to a certain extent by offering below market rate so they can survive in bad time. Plus APL got ties to the US miltary where billions dollars of cargo contract are given to APL, need security clearance to be able to deliver US miltary cargo so not everyone can do it. Now time bad and everyone just got scared and shaken badly, it is similar when time are good everyone become uber bullish and keep pushing share to record high until the party ended. For ship it is no limited to the upside, it can go higher higher and higher no cap but when it go down government would step in and fix a floor due to the importance of it being trade related. IT simple endure long enough u made big buck, cannot endure u lose big time. So which type of investors are u ? earlybird14      ( Date: 22-May-2014 11:25) Posted: Noble Olam Ezra NOL Indoagri, Straits Asia, Genting,   another thing that you cannot put NOL in line  among these bluechips  is because  unreasonable confident built in from Temasek holding. The rest all are not built in with this confident, they could be undervalued when bad new come and  when go low  will be good time to buy in. I just think that NOL has built in too much confident from Temasek holding and privatised, The bankrupcy risk is very high and it has met the SGX delisted rules which making loss for 3 years continually. There are too many risk on NOL, with so much risks, NOL is overvalued. if it break down to 50 cents or even lower, may be worth to consider.
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sgng123 Supreme	22-May-2014 13:27        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Look like all not really understand the truth value of NOL, this company is like a miilitary institution. Do u shut down SAF cos it burn money every year  without proper account of the expense it occurs ?. NOL is a tie up between singapore and american business interest in trade. Having a independent carrier line to transport export is critical for both countries as they don want to be controlled by the top 3 lines which can easily raise rate as and when they feel like it. IT is more like both governments are supporting their countries exporter to a certain extent by offering below market rate so they can survive in bad time. Plus APL got ties to the US miltary where billions dollars of cargo contract are given to APL, need security clearance to be able to deliver US miltary cargo so not everyone can do it. Now time bad and everyone just got scared and shaken badly, it is similar when time are good everyone become uber bullish and keep pushing share to record high until the party ended. For ship it is no limited to the upside, it can go higher higher and higher no cap but when it go down government would step in and fix a floor due to the importance of it being trade related. IT simple endure long enough u made big buck, cannot endure u lose big time. So which type of investors are u ? earlybird14      ( Date: 22-May-2014 11:25) Posted: Noble Olam Ezra NOL Indoagri, Straits Asia, Genting,   another thing that you cannot put NOL in line  among these bluechips  is because  unreasonable confident built in from Temasek holding. The rest all are not built in with this confident, they could be undervalued when bad new come and  when go low  will be good time to buy in. I just think that NOL has built in too much confident from Temasek holding and privatised, The bankrupcy risk is very high and it has met the SGX delisted rules which making loss for 3 years continually. There are too many risk on NOL, with so much risks, NOL is overvalued. if it break down to 50 cents or even lower, may be worth to consider. jj7007      ( Date: 22-May-2014 11:17) Posted: Its not foresight my friend, its just simple logic and balls of steel. Makes sense for me to buy back these stocks at 1/3-1/2 price from where I sold in 2010. While I don't dispute your explanation, and commend your homework done, I feel this is why the counter is 98c and not $2 or hallway of its high. I believe alot of negativity like what u stated is priced in, everyone knows it but the price is supported here. The only thing that can see a massive sell off is the improvement of losses derailed majorly. When shortist cover their tracks, its scary! Olam is an example, and same for smrt. At the same time, u may not be vested and also not a supporter but respect other bros who put their hard earn $ here. Rising tide lifts all ships. No one is so clever to stock pic
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hem2998 Veteran	22-May-2014 11:30        hem2998 About Contact  Quote this Post!
x 0   x 0  Alert Admin	not so easy to kena delist especially since big brother T has sizeable stake. look at digiland...lol   most likely you will see some cost cutting measures or divestments to reduce losses. like how they sole NOL bldg for $200m. what do they have thats worth some serious money?
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